Investment Perspectives

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Influence of foreign central bank policy on interest rates • Understanding the effect of changes in real yield on the incentive to invest in other assets • Factors affecting the recent volatility in the equity markets • Investor appetite for risk assets and long-term outlook for the stock market

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Reasons for rising interest rates to start the year • Inflation hedging strategies beyond Treasury inflation-protected securities (TIPS). • Review of underlying equity market fundamentals • Short- and long-term outlook for stock market

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Potential impact of budget deficits and Federal Reserve bond buying on interest rates • Short-term outlook for 10-year Treasury yields • Contributing factors to recent equity market volatility • End-of-year outlook for stocks and economy

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Effect of supply and demand imbalance on inflation • Increased interest rate volatility following central banks’ response to inflation • Impact of supply chain bottlenecks on the stock market • Outlook for consumer spending and positive economic activity • Opportunities in the fixed income and equity markets

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Federal Reserve policy and inflation concerns • Long-term interest rate expectations • Potential impact of a legislative standoff related to the debt ceiling • Economic conditions amid pending infrastructure bill and President Biden’s Build Back Better plan

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Expectations for Federal Reserve policy Tapering of Federal Reserve bond purchasing and impact on interest rates Fiscal and monetary stimulus supporting economic growth State of stock market and what to expect moving forward

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Factors contributing to the rally in interest rates Long-term inflation outlook and yield expectations Corporate earnings and equity market returns Update on economic activity domestically and abroad

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Factors driving the recent rally in interest rates following the selloff earlier this year Update on economic activity and upcoming earnings announcements Recent activity in the equity market and what to expect moving forward Investor considerations related to the U.S. dollar and international markets

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Expectations for inflation in the months ahead Outlook for interest rates and Federal Reserve bond buying Acceleration of economic activity and relation to pro-growth cyclical sectors Update on equity market valuation and price-to-earnings ratios

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Outlook for short and long-term interest rates Measuring inflationary pressures and long-term expectations Cyclical sector advance in the equity markets Accelerating pace of economic activity Long-term outlook for the stock market

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: A review of Fed policy and the potential for a rising rate environment Outlook for corporate, municipal and treasury bonds Reasons for an optimistic outlook for the economy Overview of equity market activity and valuations

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.   Topics covered include: Overview of yields, credit spreads, and recent activity in fixed income markets Market plumbing and the impact on interest rates The state of the economic recovery Corporate profits and sectors that stand to benefit from government stimulus and improving pandemic conditions

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: The impact of the housing sector on the economy What a booming housing market means for inflation and fixed income Update on recent economic news and activity

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Highlights from January’s Federal Reserve policy meeting Factors driving the equity market short term Longer-term outlook for the economy Overview of recent market news

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: State of non-U.S. fixed income markets Outlook for Chinese, European, and Japanese bonds Economic implications of Biden Administration policies Current expectations for the equity market over the short and long term  

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Long-term interest rates   Fiscal stimulus proposals Equity market fundamentals Accelerating economic activity and profit growth

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss latest developments in the fixed income and equity markets. Topics covered include: Impact of Georgia senate elections on the fixed income market Infrastructure spending package and interest rates Outlook for the equity market in the year ahead Fiscal stimulus and other factors driving equity markets

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income and equity markets in 2020 and their expectations for the year ahead. Topics covered include: Recap of the interest rate market in 2020 and expectations moving into 2021 Areas of opportunity in fixed income in the year ahead Economic recovery into the new year and prospect for fiscal stimulus Sectors that stand to benefit from improving economic conditions

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss expectations for inflation, as well as the current economic landscape and the weakening U.S. dollar. Topics covered include: Monthly consumer price index data and inflation expectations Potential for rising inflation and impact on interest rates Overview of recent economic data and stimulus discussions The weakening dollar and the impact on inflation and the equity markets

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the path for interest rates moving forward, as well as recent equity market returns and what to expect over the final weeks of 2020 and beyond.    Topics covered include: The path for higher interest rates moving forward The relationship between total return swaps, the dollar and interest rates Historical returns and the potential for a Santa Claus rally Outlook for the economy and stock market